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Quotes Configuration

1. To Setup Quotes:

  • Enable Quotes in Quotes Setting and
  • Add Manifest Line Description to Quote Line Item page layout

 

2. Create the Quote Process Builder (When_QLI_is_created_and_desc_manifest_is_empty)

  • Navigate to SetupProcess Builder > Select New
    Process Name = 
    When QLI is created and desc/manifest is empty
    API Name = When QLI is created and desc/manifest is empty
    Description = Pre-populate desc/manifest when it’s empty
    The process starts when = A Record Changes

 

  •  Add the first criteria
    Criteria Name = lineDesc=empty?
    Criteria for executing Actions = Conditions are met
    Set Conditions = Field – [QuoteLineItem].Description, Operator – Is Null, Type – Boolean, Value – True
    Conditions = All of the conditions are met (AND)

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  • Add the Immediate Action
    Action Name = UpdateLineDesc
    Record = [QuoteLineItem] Criteria for Updating Records = No criteria – just update the records!
    Field = Line Item Description, Type = Field Reference, Value = [QuoteLineItem].Product2.Description

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  • Add a second criteria
    Criteria Name = manifest=empty?
    Criteria for executing Actions = Conditions are met
    Set Conditions = Field – [QuoteLineItem].Manifest_Line_Description__c, Operator – Is Null, Type – Boolean, Value – True
    Conditions = All of the conditions are met (AND)

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  • Add the Immediate Action
    Action Name = UpdateLineManifest
    Record = [QuoteLineItem] Criteria for Updating Records = No criteria – just update the records!
    Field = Manifest Item Description, Type = Field Reference, Value = [QuoteLineItem].Product2.Event_Manifest_Description__2

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Example of finished process builder below:

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